Legal Intake Specialist

NeoWork is a remote-first staffing company that places independent contractors with clients across the US and UK. We work with specialized professional services firms and corporate teams to build flexible, skilled teams. This is a fully remote position based in Venezuela. You will manage inbound and outbound client intake for a professional services practice. You are responsible for conducting intake calls using firm protocols, gathering and organizing client information, scheduling consultations with attorneys, and routing qualified leads through the CRM system. You'll be the first point of contact for prospective clients and a core operational function ensuring smooth handoff to legal teams.

Responsibilities

Conduct intake calls with prospective clients following established scripts and firm procedures

Gather, verify, and organize client information accurately in the practice management system

Schedule client consultations and manage calendar logistics

Route intake leads to appropriate attorneys based on practice area and availability

Maintain detailed records in the CRM and follow up on pending leads

Flag conflicts of interest, jurisdictional issues, or matters outside firm scope before attorney review

Support phone and email communication with clients in both English and Spanish

Track intake metrics and report on pipeline status as needed

Requirements

Fluent bilingual capability in English and Spanish (verbal and written, client-facing standard)

Minimum 2 years legal intake, legal administration, or equivalent client-facing role in a legal or professional services setting

Proficiency with legal practice management systems (LawMatics, Clio, or comparable CRM platform)

Strong organizational skills and attention to detail when handling sensitive client information

Ability to follow scripts and procedures while maintaining professionalism and warmth with clients

Reliable internet connection and ability to work on a stable schedule across US business hours

Professional phone presence and clear communication in both languages

Nice to have

Experience with intake call recording and documentation

Background in contract administration or legal operations

Bilingual capability in a third language

Benefits

We offer health insurance for contractors

Holiday Extra Pay

The work hours generally align with standard business hours in the US, with some potential flexibility depending on the client's needs.

We prioritize the mental health of our team members and offer mental health days to support their well-being.

In addition to the base salary, performance-based incentives are provided.

There is an annual review and appraisal process in place.

There are ample opportunities for professional growth and advancement within the company.

Originally posted on Himalayas